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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,018 | $177,353-88.7% | $158,226-87.3% | $198,609-89.9% |
| Participation rate | 60.0% | 77.0%-17.0pp | 74.8%-14.8pp | 82.4%-22.4pp |
| Annual return | 18.14% | 599.50%-581.4pp | 501.41%-483.3pp | 202.70%-184.6pp |
| Employer contribution / active EE | $0 | $3,239-100.0% | $2,986-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,795 | $4,615-17.8% | $4,317-12.1% | $6,977-45.6% |
| Admin fee / account holder | $905 | $10,960-91.7% | $10,217-91.1% | $19,030-95.2% |